Top Wealth + Best-in-State · rank 28 · New York, New York · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “The Gunderson Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning.” — firm_official
- Parent company — UBS Group AG (high)
- “Firm Name: UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “This individual is currently registered with 10 SROs and is licensed in 37 U.S. states and territories through his or her employer.” — sec_finra_regulatory
- Team name — The Gunderson Group (high)
- “The Gunderson Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning. Louise Gunderson leads our team.” — firm_official
- Team size — 7 (high)
- “Louise Gunderson - Managing Director–Wealth Management, Financial Advisor” — firm_official
- CRD — 2559578 (high)
- “BrokerCheck Report LOUISE F. GUNDERSON CRD# 2559578” — sec_finra_regulatory
- Years experience — 40 (high)
- “She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals.” — firm_official
- Designations — other:Athletes & Entertainers Consultant, other:Series 7, other:Series 66 (high)
- “Athletes & Entertainers Consultant Series 7 and 66 securities licenses B.S., Political Science, Trinity University” — firm_official
Book of business
- Team AUM ($M) — 6500 (high)
- “"Team Assets (Custodied)":"$6.5B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 27.5 (high)
- “"Typical Net Worth of Relationships":"$5-50M"” — forbes_shook
- Client niche — multigenerational families across every generation, plus athletes and entertainers (high)
- “Each generation is important to us. In fact, we often establish relationships with our clients’ children, parents and even grandparents because every generation can benefit from financial advice in order to make informed” — firm_official
- “Athletes & Entertainers Consultant” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Currently employed by and registered with the following Firm(s): IA UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/gunderson/ (high)
- “The Gunderson Group - New York, NY | UBS” — firm_official
- Value proposition (verbatim) — Meaningful connections for lasting relationships. To us, it’s about discovering what you need to feel confident, comfortable and prepared for the future. We strive to develop a true connection with you, your family and your world—beyond your investment portfolio. It’s about “getting under the hood,” asking the right questions and then doing the hard work to help make our clients’ lives better. (high)
- “Meaningful connections for lasting relationships” — firm_official
- “To us, it’s about discovering what you need to feel confident, comfortable and prepared for the future. We strive to develop a true connection with you, your family and your world—beyond your investment portfolio. It’s a” — firm_official
- Differentiators — Multigenerational team advising clients' children, parents and grandparents, Patient listeners and passionate "doers" who get things done right, Direct communication and 24/7 accessibility, Goals-based "road map" planning that evolves over time, Prudent risk management via asset allocation and diversification through multiple market cycles (high)
- “Not only are we all patient listeners, but also passionate “doers” who get things done—and get them done right.” — firm_official
- “Exceptional service is our team’s day-to-day standard. When we say each of us is here for you, we mean it in every sense, from direct communication and 24/7 accessibility to sharing with you the moments and events that m” — firm_official
- Content marketing — occasional (medium)
- “Louise Gunderson in the media” — firm_official
- Has podcast — no (medium)
- “Featured guest speaker on Fox News and CNBC’s Squawk on the Street” — firm_official
- Books published — 0 (medium)
- “Athletes & Entertainers Consultant Series 7 and 66 securities licenses B.S., Political Science, Trinity University” — firm_official
- Linkedin url — https://www.linkedin.com/in/louise-gunderson-b0426081 (high)
- Social presence — linkedin_active (medium)
- “<img src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
- Press awards — Barron's Hall of Fame, 2019, Barron's Top 100 Women Advisors, 2012-2026, Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, UBS Wealth Management Pinnacle Council, 2024, 2025 (high)
- “Barron's Hall of Fame, 2019” — firm_official
- “Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/gunderson/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: white ground, red three-key mark and accents, clean sans-serif type. Imagery is aspirational lifestyle stock (couple on beach, multigenerational family) plus formal team and individual headshots. (high)
- “<img alt="Couple on Beach" src="mediahandler/dynamicmedia/491497/Couple_rearview on beach_699088963_G_1152x401.jpg"” — firm_official
